1. Introduction
The purpose of this article is to provide the information you need to connect and configure a basic NCS environment via Nixxis Clients Desktop.
2. Download Nixxis Client Desktop
Nixxis Client Desktop 3.0 is available from: http://[APP_SERVER]:8088/Provisioning/ClientSoftware.zip
Once downloaded to the workstation, unzip the ClientSoftware folder from the archive to the “Program Files” folder (or another), run NixxisClientDesktop.exe (a shorcut on the desktop's user to ease the access can be created).
As soon as the connection is made with the server, all the necessary files will be downloaded locally to the folder (you need to ensure the user is having the rights to write in the destination folder).
3. Launch the application
Double-click on the application’ shortcut and a first screen appears.
3.1 Service
At the very first launch, the Service field is empty.
You will have to fill it with the url of the Application Server as follow: http://[APP SERVER]:8088
Get the focus on the launcher by clicking on the logo and press TAB to go to the Service field. At the next login, the information will be stored and the Service field won’t appear anymore.
If you need to connect to another instance, you will have to modify the original url. Keep CTRL + SHIFT down and click on the shortcut to open this screen again.
Click OK and a second screen appears:
3.2 Account
This is the account of the agent (alphanumeric – Case sensitive) User administration default account is 101 without password.
3.3 Password
This is the password of the account.
Even if it’s not mandatory, it is really recommended to provide one for each user
3.4 Extension
The extension field matches the phone extension that will be used by the agent/account.
4. Nixxis V3 Modules
4.1 The launcher
Depending on the rights assigned to the account/user, some of the following modules may be available:
Agent Module
Supervisor Module
Administration Module
Recording Module
Reporting Module
5. Administration interface
Start the application and choose administration module.
5.1 Navigation icons
5.2 Advanced tools
5.3 Object manipulation
Data management icon appears as soon a campaign is selected.
5.4 Show – Hide icons bar
You can show or hide the icon bar.
The admin users will be able to create/manage all campaigns and activities
6.1 Create a campaign
Click on the campaign icon and after on the add button
A screen appears:
Description: Campaign name
Campaign type: give you two options
Option advanced: Will automatically select all type (Inbound, Outbound, Chat, Mail) for the activity.
Option Simple: The user will select all the options type to set the campaign
6.2 Inbound Campaign
Destination: Destination number used by the customer to join this activity
Preprocessor: Preprocessor used
Script: Scripter used by the campaign (eScript, CallScripter, Tabbed browser or none)
Record all this activity conversations automatically: If selected the activity will record all the conversations.
(Let by default means that the configuration on the Campaign is taken)
6.3 Outbound Campaign
Originator: Number displayed on the caller's phone.
Outbound mode: Different dialing’s mode
Script: Scripter used
Record…: If selected the activity will record all the conversations.
(Let by default means that the conversation isn’t recorded)
6.4 Originator
The originator is used to display a specific number on the Callee’s phone.
The originator can be specified at different locations into NCS:
- Extension
- Agent
- Activity
- General
Green means: the originator displayed
Red means: is not take into account
/ Means: this is not configured
6.5 Dialing mode
Dialer best practices - documentation
7. Agent/user management
The admin users will be able to create/manage all users
7.1 Create an agent
Go to the agent/user icon management screen and click on the add icon to add a new agent.
Click on next.
7.2 Account
Account identifies the new agent/user in the system.
The system will automatically offer you the next value if it contains a number.
7.3 First name and last name
The agent/user first name and last name
7.4 Description
Description is a free field. It may contain for example:
- Indication junior/senior.
- The site where the agent is working (…)
The NEW version 3.0 comes with an integrated softphone if selected or if not can also use an external softphone
Click on next
7.5 Affectations
Affectation is the link between agent and team and/or campaign.
If there are no team and/or no campaign, the affectation list will be empty. You can click on next. If it contains the agent assignment select it.
Click on next
At the end of each wizard, a summary:
Don’t forget to click save your changes.
The new agent is now created
Click on the add and select the option “create a range of agents”. Click on next.
If you fill the agent range with 122 to 125, {0} in the wizard will be replaced by the account number.
In this example, the results will be:
- 108, First Name 108, Last Name 108
- 109, First Name 109, Last Name 109
- 110, First Name 110, Last Name 110
7.7 General tab
Group: Specifying a group will ease to retrieve the information on agents
As soon as a new group is created, it is available in the “group” list box
In the upper left corner, use the drop-down list called "Filter" to limit the information in the agent list
7.8 Originator
The “originator” field allow to specify the phone number associated with an agent. This number will be shown on the client’s phone (caller id).
7.9 User interface language
Choose the user interface language icon .
Click on the add icon
Select the language
Click on next.
7.10 Affectations tab
An agent/user can be affected to one or more team(s) and/or with one or more campaign(s).
The affection level can be adapted for each team.
7.11 Skills tab
Click on the add icon
Description: Skill name
Click on “next”
The user can assign directly the skill to an agent
Click on “next”
The user can select the activity requiring the skill
In the user tab click on skill tab then right with the right click you can go directly to the skills management display.
Then click on "Go to definition".
7.12 Languages tab
Select the language knowledge of each agents/users. As for the skills, you can set the language level.
7.12 Rights tab
By default, each user created in the admin is an agent.
This user doesn’t have any particular rights
7.13 Supervision
If the “supervision” option is selected, the “no restrictions” value is activated by default, so you have to adapt the supervisor right to the user.
click on "Go to definition
There are two types of Supervision
The normal supervisor: can see all campaigns, teams and users.
The supervisor own affectations: can see all the campaigns, teams and users that he’s affected with.
8. Phone management
Create a phone
On the phone management screen (advance/phones), click on the to add a new phone.
Creation window appears
Check “Create one phone” and click on “Next”, the option window appears.
Picture 1: Option of a validated SIP phone
8.1 Short code
Extension of the phone
Picture 2: Option of an external phone
Usually, it’s the station phone number which is used in NCS.
8.2 Address
Address of the phone
If the phone is registered on the application server, the complete address is required (cf Picture 1)
If the phone is an external phone, the field must be filled with the number (cf Picture 2)
8.3 MAC Address
MAC Address of the phone (informative)
8.4 Description
Description of the phone
Once the parameters filled, click on “Next”
Picture 3: Register of a sip phone
8.5 Phone options
Registers on application server (cf Picture 3)
Registers on resource
External (cf Picture 4)
Picture 4: Register of an external phone
If you check « Keep connected » option, the line will be always open (until the agent disconnection). A sound let you know when a new call comes.
If you check « integrated softphone » option, the phone will use the integrated softphone
If you check « Auto answer » option, I twill ring when a new call comes and then the system picks/answers automatically.
Once parameters defined, click on « Next », a window with a summary appears.
Picture 5: summary of sip phone creation
8.6 Create a range of phones
To create a similar range of phones, select « Create a range of phones ».
Picture 7: Create a range of phones
Click on « Next ». The option window appears.
Picture 8: Option to range of phones
8.7 Range
Numeric range will be defining the extension of the phones
8.8 Short code pattern
Short code pattern of the phones.
8.9 Address pattern
Address pattern of the phones.
8.10 Description pattern
Description pattern of the phones.
Picture 9: Sip phone
Picture 10 : External line
Choose (like above) if you want to register a range of the phones on the application server or if the phone are externals.
Once the parameters of the range defined, click on “Next”, a window with the summary appears:
Picture 11: Summary of the phones
A summary with the phones properties appears for a last verification before finish the creation with a click on
« Finish »
9. Reports
Access to Nixxis reports.
10. CallScripter, the script editor
CallScripter is a script editor, completely integrated into Nixxis since the version 1 of our product.
This application is installed on the same server than the Nixxis Application Server and is (ONLY) fully compatible with Edge/Internet Explorer (minimum version 7.0).
To access, we will use the same address (IP or hostname) than the Nixxis V3 (APP_SERVER).
The standard port for CallScripter is 8080.
10.1 CallScripter: First use
Open Internet Explorer and enter in the URL bar ? http://<APP_SERVER>:<Port>.
10.2 Add the site to the ie trusted sites
CallScripter uses a lot of popup, but also JavaScript.
This may cause some unexpected behaviour (popup blocked, etc …). To prevent this, we will add the CallScripter url to the trusted sites.
Click No when the alert pops up:
Go to the “Tools Internet Options” menu. In the options window, go to the “Security” tab.
Click on the “Trusted Sites” icon, and then click the “Sites” button. The following window appears:
Like the server doesn’t use an SSL connection, please uncheck, if it’s not already done, the “https” option on the bottom left. Then click “Add”. Now Internet Explorer knows CallScripter is a trusted site.
Click on “Close” to finish and then “Ok”. Now exit Internet Explorer, open it again and do the same thing (enter in the URL bar http://<[APP_SERVER]>:<Port>)
10.3 Compatibility mode in Internet Explorer
In some configuration, CallScripter layout may not be correct.The solution is to run CallScripter in “compatibility” mode.
To do this, click on the small icon at the right of the address bar: